HI

Hudock Inc Portfolio holdings

AUM $658M
1-Year Est. Return 13.24%
This Quarter Est. Return
1 Year Est. Return
+13.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$536M
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$16.1M
3
+$13.6M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$4.69M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.66M

Top Sells

1
+$1M
2
+$444K
3
+$234K
4
MTB icon
M&T Bank
MTB
+$217K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$215K

Sector Composition

1 Financials 5.45%
2 Technology 4.55%
3 Healthcare 2.5%
4 Industrials 1.71%
5 Energy 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$234K 0.04%
1,347
+336
152
$233K 0.04%
2,070
+1
153
$231K 0.04%
+4,387
154
$228K 0.04%
+689
155
$226K 0.04%
4,285
156
$225K 0.04%
5,411
+7
157
$219K 0.04%
+3,027
158
$218K 0.04%
3,032
-50
159
$215K 0.04%
3,568
-213
160
$211K 0.04%
+1,285
161
$210K 0.04%
+13,614
162
$206K 0.04%
3,532
163
$202K 0.04%
+3,420
164
$202K 0.04%
1,477
+10
165
$191K 0.04%
23,240
166
$162K 0.03%
+11,156
167
– –
-2,398
168
– –
-16,172
169
– –
-3,665
170
– –
-1,168
3 4 5 6
7